The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTERYX INC COM CL A 02156B103   12,634,291 335,216 SH   SOLE   335,216 0 0
APPLE INC COM 037833100   42,717,751 249,505 SH   SOLE   249,505 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,201,929 22,202 SH   SOLE   22,202 0 0
CATERPILLAR INC COM 149123101   16,639,623 60,951 SH   SOLE   60,951 0 0
CHESAPEAKE ENERGY CORP COM 165167735   49,696,505 576,325 SH   SOLE   576,325 0 0
CHEVRON CORP NEW COM 166764100   13,955,834 82,765 SH   SOLE   82,765 0 0
CONFLUENT INC CLASS A COM 20717M103   11,512,131 388,792 SH   SOLE   388,792 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,169,316 48,807 SH   SOLE   48,807 0 0
DATADOG INC CL A COM 23804L103   20,551,179 225,614 SH   SOLE   225,614 0 0
HUBSPOT INC COM 443573100   10,664,595 21,654 SH   SOLE   21,654 0 0
IMPINJ INC COM 453204109   1,833,820 33,324 SH   SOLE   33,324 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   15,742,467 111,105 SH   SOLE   111,105 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   11,463,569 418,837 SH   SOLE   418,837 0 0
MARVELL TECHNOLOGY INC COM 573874104   38,707,389 715,082 SH   SOLE   715,082 0 0
META PLATFORMS INC CL A 30303M102   9,548,179 31,805 SH   SOLE   31,805 0 0
MICROSOFT CORP COM 594918104   64,821,265 205,293 SH   SOLE   205,293 0 0
MONGODB INC CL A 60937P106   2,004,950 5,797 SH   SOLE   5,797 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   5,958,282 101,764 SH   SOLE   101,764 0 0
NVIDIA CORPORATION COM 67066G104   66,412,533 152,676 SH   SOLE   152,676 0 0
ORACLE CORP COM 68389X105   26,298,983 248,291 SH   SOLE   248,291 0 0
SCHLUMBERGER LTD COM STK 806857108   24,753,131 424,582 SH   SOLE   424,582 0 0
SNOWFLAKE INC CL A 833445109   17,054,173 111,633 SH   SOLE   111,633 0 0
TERADYNE INC COM 880770102   11,216,560 111,652 SH   SOLE   111,652 0 0
VISA INC COM CL A 92826C839   19,073,809 82,926 SH   SOLE   82,926 0 0